锂钠协同加速“抢滩”储能市场

证券日报 04-02

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　4月1日，第十四届储能国际峰会暨展览会上，宁德时代新能源科技股份有限公司（以下简称“宁德时代”）以“钠锂双星打造全场景储能解决方案”为主题，首次展出储能钠离子电池，其循环寿命超15000次，可覆盖2小时至8小时大型储能及AIDC储能场景，今年年内将实现商业化落地。　　黄河科技学院客座教授张翔对《证券日报》记者表示，当前...

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　　4月1日，第十四届储能国际峰会暨展览会上，宁德时代新能源科技股份有限公司（以下简称“宁德时代”）以“钠锂双星打造全场景储能解决方案”为主题，首次展出储能钠离子电池，其循环寿命超15000次，可覆盖2小时至8小时大型储能及AIDC储能场景，今年年内将实现商业化落地。\n　　黄河科技学院客座教授张翔对《证券日报》记者表示，当前储能市场正处于爆发期，同时行业技术迭代加速，其中大电芯成主流趋势，锂钠协同布局成为头部企业共识。\n　　据宁德时代有关人士透露，公司587Ah大容量储能电芯自2025年发布以来，量产进度备受关注。该电芯累计出货量已突破5gWh，量产工作由山东济宁“灯塔工厂+零碳工厂”支撑，单日产能超22万支，电芯缺陷率控制在PPB（十亿分之一）级别。\n　　此次展出的储能专用钠离子电池与587Ah锂电池采用同壳体平台化设计，电池容量达300+Ah，能量转换效率97%，可实现系统对锂电、钠电的最大兼容，为锂钠协同应用奠定基础。\n　　此前，宁德时代2025年4月份发布“钠新”钠离子电池，已在乘用车、商用车、重卡等领域落地。\n　　张翔表示，钠电池具备低成本以及良好低温性能等优势，但锂电池在能量和体积上较钠电池依然更具优势，因此，目前各家龙头企业都在布局锂钠协同发展，进一步完善拓宽新能源电池的应用场景。\n　　在应用端，位于内蒙古包头的电网侧标杆项目卜尔汉图400MW/2400MWh独立储能电站已实现并网，为国内规模最大的电网侧独立储能项目之一。该项目首次批量应用宁德时代587Ah电芯，相比传统314Ah方案，零部件减少约40%，系统能量密度显著提升，建设及运维成本有效降低。\n　　在电源侧，位于宁夏宁东的宁东现代煤化工产业绿电园区一期300MW/1200MWh储能项目正在火热建设中。作为宁夏在建规模最大的电源侧储能项目，该案例全面采用宁德时代6.25MWh天恒系统及587Ah大电芯技术。建成后年均可消纳绿电约3亿千瓦时，为宁东煤化工产业的绿电消纳及电网调峰提供强力支撑。\n　　《储能产业研究白皮书2026》显示，截至2025年底，我国新型储能总装机突破100GW，占国内电力储能总规模的2/3以上。另据中国汽车动力电池产业联盟数据显示，今年1月份至2月份，我国储能电池销量达84.8GWh，同比增长108.9%。\n　　除宁德时代外，中国钠电集团已发布588Ah钠电大电芯；亿纬锂能（维权）首套大容量钠离子电池储能系统已在荆门基地成功并网调试，步入商业化运行阶段。\n　　中国化学与物理电源行业协会储能应用分会秘书长刘勇对《证券日报》记者表示，目前，在技术结构上，锂离子电池仍占据主导地位，但随着多个百兆瓦级长时储能项目相继投运，技术结构逐步呈现多元化趋势。储能电池行业通过并行发展固态、钠离子等多条技术路径，应对不同应用场景对能量密度、安全性、循环寿命和资源约束的核心需求。这种多元化的技术创新，帮助行业摆脱对单一技术路线的依赖，形成优势互补的产品矩阵，突破性能瓶颈并降低全生命周期成本，为大规模商业化应用奠定坚实基础。\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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